I applied through an employee referral. The process took 4 weeks. I interviewed at Equitable Advisors (Scottsdale, AZ) in Mar 2017
Interview
Three interview process. First with potential manager, second with potential manager, third with potential manager and executive Vice President. They run through a power point that presentation for you that shows the possible income potential and what a day would look like.
You do an introductory call, then an in-person meeting, and finally a business plan presentation. This take place over a couple weeks and as long as you are confident and somewhat professional and are up for what the role requires, you will get through the interview process.
The first interview was a prelim phone call with the talent recruiter and then a second call with the Regional Vice President. I was then notified by email that I would not continue with the interview process
I applied through other source. The process took 4 weeks. I interviewed at Equitable Advisors (Philadelphia, PA) in Dec 2024
Interview
2 phone call interviews then an in-person in the office with 2-3 employees in management. The phone calls are more informative with a lot of time for you to ask questions.
Interview questions [1]
Question 1
What are the positives and negatives of becoming a financial advisor.